Flags on Mobile

Adding flags to your transactions is a handy way to add detail to your expenses. Flags help you group transactions in separate categories, like tax-deductible expenses. Flags help you follow up on transactions, like those reimbursements you need to file an expense report for. When you’re budgeting with a partner, you can add a flag to transactions that you need to discuss together. Flags can also remind you to take action, like remembering to pay a bill that isn’t on autopay. Or maybe you just want a rainbow of color in your accounts–it's up to you!

In This Article

Do I need to use flags in my budget?

No. Flags are one of those cherry-on-top features. Your budget can be just as successful with them, as without them. 😊

Keep in mind that you can change your mind, and change your budget to reflect that. If you choose not to use flags now but want to in the future, you can absolutely start using flags at a later date, and vice versa!

How to Name a Flag

  1. Tap on the transaction you'd like to edit (or if you're on iOS, long-press the transaction to bring up the options menu). 
  2. Tap Flag, then tap Edit Flags. 
  3. Type in the custom flag name and tap Save. 

Back to Top

How to Flag a Transaction

  1. Tap on the transaction you'd like to edit (or if you're on iOS, long-press the transaction to bring up the options menu) 
  2. Tap Flag.
  3. Tap on the color flag you'd like. 
  4. Tap Save

back to top

How to Flag Multiple Transactions

  1. Select all of the transactions you'd like to edit. 
  2. Tap More (three dots) in the bottom right corner of your screen. 
  3. Tap Flag
  4. Tap on the color flag you'd like.

back to top

How to Change a Flag

  1. Tap on a transaction to open the details window.
  2. Tap Flag.
  3. Tap the color you want instead. 
  4. Tap Save, if needed. 

back to top

How to Remove a Flag

  1. Tap on a transaction to open the details window.
  2. Tap Flag.
  3. Tap the Clear option to remove the flag entirely.
  4. Tap Save, if needed. 

back to top

How to Search Using Flags

If you're using flags to earmark a certain group of transactions, you can later use the search feature to search for the flag. Here's how!

  1. In the search bar (either within the account register, or the All Accounts tab), type the full name of the custom flag name or color you're looking for. 
  2. This will filter your register so that only the transactions assigned that flag will be shown. 
  3. From there, you can select all of them (or only some of them) to see the Selected Total at the top of your register. 

back to top

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.